Quick Checklist for Tax Preparation

Keep copies of your original documents before submitting them to the office

OPEN and REMOVE all documents from envelopes 

VERIFY the information is CORRECT on your documents

* Do not send receipts for your expenses ~ just send a breakdown of your totals

* Only send YEAR-END statements

DO NOT FAX/EMAIL documents 

* UPDATE your information by completing the Client Contact Information sheet   

* Include a copy of your driver's license (front and back)


Here is a quick checklist for your tax preparation - please note that NOT ALL of the items will pertain to you (we recommend you look in your prior year's tax folder to see what you might have included):



 Social Security Income (1099-SSA)

 1099's ~

               1099-INT ~ Interest Income (i.e. bank interest)

               1099-DIV ~ Dividends and Distributions

               1099~MISC ~ Miscellaneous Income (include a list of expenses as well)

               1099~R ~ Distributions from Pensions, Annuities, Retirement...

               1099~G ~ Certain Government Payments/Gambling Winnings

               1099~SA~Distributions from HSA, Archer MSA or Medicare Advantage MSA

 Capital Gains/Losses (1099-B ~ be sure cost basis is provided)

 Mortgage Interest ~ Form 1098

 Real Estate Taxes (if not listed on your mortgage statement)

 Charitable Donations (these are the only receipts you need to submit)

 Personal Business Expenses (breakdown only ~ please do not send receipts)

 Educations Expenses ~ Form 1098-T

 529 Contributions (College Savings)

 Student Loan Interest ~ Form 1098-E

 Childcare (Provider's name, address and EIN/SS#)


 Healthcare Forms (if applicable) ~ Form 1095-A or 1095-B 

 Medical Expenses (only if they exceed 10% of your adjusted gross income)

*Must include a copy of your drivers license (front and back)